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Tip #5: If you only have cash in your old account, it is quicker to just ask for a check or wire tra

Because the ACATS transfer process takes several days, it may be easier to just ask for a check or wire to be sent to your new account. The ACATS process is really designed for an account with open positions that you don't want to close.

It is always useful to remember who works for whom when you are working with your broker(s). Don't be afraid to ask for things and to talk to your broker often.

Use your new broker to take the pain and frustration out of the account transfer process and get on with your investing life.

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